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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $881,973 | $75,388+1069.9% | $123,553+613.8% | $55,727+1482.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.25% | 4.48%-9.7pp | 119.21%-124.5pp | 244.94%-250.2pp |
| Employer contribution / active EE | $37,551 | $3,063+1125.9% | $4,628+711.4% | $2,078+1706.9% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |